FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$25.6M
Accounts
10
Employees
10
Advisory reps
4

Firm details

Headquarters
SEATTLE, Washington
CRD number
170918
Registered since
April 23, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fairview Partners Investment Management LLC is an SEC-registered manager that operates primarily as a sponsor and manager of pooled investment vehicles, with a focus on real estate funds and hedge fund strategies. The firm serves institutional clients and structures its business around managing closed investment vehicles where it typically acts as general partner or managing member. Compensation is a mix of percentage-of-assets fees and performance-based fees, which aligns the firm with an active-management style that seeks to deliver outperformance for investor capital. The firm’s stated activity centers on portfolio management for pooled vehicles rather than acting as a broad capital allocator to a wide set of external managers. That said, Fairview Partners does make use of third-party alternative managers where those exposures complement its core strategies. The firm is not an active ESG investor and is organized as a limited liability company that became SEC-registered in 2021.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • CARSON RASMUSSEN

    PrincipalCRD 6313349

  • NELS STEMM

    PrincipalCRD 6313348

  • MAX THORNES

    Senior AnalystCRD 6613344

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
707 E Harrison St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth